Anthropic S-1: revenue up 14x to $16.3B, commitments near $850B

Anthropic's S-1 filing shows revenue grew 14x to $16.3 billion in the first half of 2026, with adjusted income of $1.62 billion. The company carries roughly $850 billion in long-term compute and infrastructure commitments over 20 years, requiring about $188 billion in annual revenue by 2027–2030.

• Anthropic revenue grew 14x to $16.3B in the first half of 2026
• Adjusted income reached $1.62B excluding one-off charges
• Compute and infrastructure commitments total about $850B over 20 years
• Sustaining the cost ratio requires roughly $188B in annual revenue by 2027–2030